HOAG MEMORIAL HOSPITAL PRESBYTERIAN (EIN 951643327) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1944

Legal Domicile

Principal Officer

ROBERT BRAITHWAITE

Phone

9497644624

Tax Period

2023-01-01 to 2023-12-31

HOAG MEMORIAL HOSPITAL PRESBYTERIAN, founded in 1944, is a large national nonprofit in the Health Care sector that reported $1.8B in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $1.7B left a modest 9% surplus.

Mission

OUR MISSION AS A NOT-FOR-PROFIT, FAITH- BASED HOSPITAL IS TO PROVIDE THE HIGHEST QUALITY HEALTHCARE SERVICES TO THE COMMUNITIES WE SERVE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $44,526,989

Program Service Revenue $1,647,359,569

Investment Income $109,343,462

Other Revenue $42,257,473

TOTAL REVENUE $1,843,487,493

Expense Breakdown

Grants Paid $9,249,318

Salaries & Benefits $838,815,236

Fundraising Expenses $0

Program Expenses $1,119,413,505

Other Expenses $837,072,802

TOTAL EXPENSES $1,685,137,356

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,843,487,493	$1,646,507,596	+0.1%
Expenses	$1,685,137,356	$1,600,684,848	+0.1%
Net Income	$158,350,137	$45,822,748	+2.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

10058

Volunteers

877

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$3,456,164

Total Directors

Key Employees

$6,691,918

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RESHMA BLOCK	BOARD MEMBER	2.00	Director	$0	$0	$0
CINDY STOKKE	CHAIR	2.00	Officer Director	$0	$0	$0
ROBERT BRUNSWICK	CHAIR-ELECT	2.00	Officer Director	$0	$0	$0
ERIC ALCOULOUMRE MD	SECRETARY	2.00	Officer Director	$0	$0	$0
DAN YOUNG	PAST CHAIR	2.00	Director	$0	$0	$0
VICKI BOOTH	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRIS CALLERO	BOARD MEMBER	2.00	Director	$0	$0	$0
DENNIS GILMORE	BOARD MEMBER	2.00	Director	$0	$0	$0
RICHARD HASKELL MD	BOARD MEMBER	2.00	Director	$0	$0	$0
PAUL HEESCHEN	BOARD MEMBER	2.00	Director	$0	$0	$0
KAREN LINDEN	BOARD MEMBER	2.00	Director	$0	$0	$0
PAMELA MASSEY	BOARD MEMBER	2.00	Director	$0	$0	$0
BABAK RAD MD	BOARD MEMBER	2.00	Director	$0	$0	$0
MARICELA RIOS FAUST	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMIE SHEPHERDSON	BOARD MEMBER	2.00	Director	$0	$0	$0
RICK TAKETA	BOARD MEMBER	2.00	Director	$0	$0	$0
GEORGE WOOD	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBERT BRAITHWAITE	PRESIDENT AND CEO	50.00	Officer	$2,233,775	$51,598	$2,285,373
ANDREW GUARNI	EVP AND CFO	50.00	Officer	$1,122,664	$48,127	$1,170,791
RICK MARTIN	VP SR PATIENT CARE SVC AND CNO	50.00	Key Emp	$672,685	$57,719	$730,404
MARCY BROWN	VP SR CHIEF OPERATIONS OFFICER	50.00	Key Emp	$691,383	$40,934	$732,317
SANFORD SMITH	VP SR REAL ESTATE & FACILITIES	50.00	Key Emp	$616,020	$51,945	$667,965
FLYNN ANDRIZZI	FOUNDATION PRESIDENT	2.00	Key Emp	$949,564	$37,958	$987,522
JAN BLUE	VP SR CHIEF ADMIN OFFICER	50.00	Key Emp	$821,982	$51,519	$873,501
ERIC CHEUNG	VP SR & CHIEF LEGAL OFFICER	50.00	Key Emp	$685,770	$60,457	$746,227
MARTIN FEE	VP SR AND CCO	50.00	Key Emp	$573,061	$39,000	$612,061
MARGARET T CONK	VP SR CHIEF CLINICAL INST OFF.	50.00	Key Emp	$663,558	$46,445	$710,003
KRIS IYER	VP SR & CHIEF PHYS DEV OFFICER	2.00	Key Emp	$590,833	$41,085	$631,918
KATHY AZEEZ NARAIN	VP CHIEF DIGITAL INNOVA OFF	50.00	Highest	$562,192	$16,500	$578,692
MICHAEL BRANT-ZAWADSKI	VP ADDICTION RESEARCH ADMIN	50.00	Highest	$598,151	$51,065	$649,216
ALLYSON BROOKS	EXEC DIR MED WOMENS HEALTH	50.00	Highest	$510,526	$54,523	$565,049
MICHAEL KRUG	EXEC DIR CHIEF HR OFFICER	50.00	Highest	$544,765	$41,715	$586,480
ARPI BEKMEZIAN	VP CHIEF QUALITY OFFICER	50.00	Highest	$509,739	$46,862	$556,601

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,843,487,493	$1,685,137,356	$4,532,479,353	$158,350,137
2023	$1,843,487,493	$1,685,137,356	$4,532,479,353	$158,350,137
2022	$1,646,507,596	$1,600,684,848	$4,246,917,299	$45,822,748
2021	$1,413,678,728	$1,292,872,068	$3,940,743,462	$120,806,660
2020	$1,260,756,352	$1,201,558,471	$3,606,270,386	$59,197,881
2019	$1,201,875,688	$1,137,789,316	$3,472,503,762	$64,086,372
2018	$1,126,568,711	$1,062,067,809	$3,014,922,961	$64,500,902

HOAG MEMORIAL HOSPITAL PRESBYTERIAN